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Retirement tax questions
Thanks for the response. I didn’t have an IRA(401k, but that doesn’t count), so no prorata issues. I also made at most .02 in the account, so no tax issues. The regular IRAs only had money in them for a few days.I have all of the 1099/5498s, brokerage statements, plus returns for the affected years. So would it be worth the time to redo all of the 8606s(probably 7) and mail them in? It seems to me that it’s extraordinarily unlikely that the IRS will check( and I have documents to prove my situation).
November 14, 2020
10:27 AM